You can automatically check incoming invoices for potential posting errors.
The automated check for errors in the posting process supports you in the following situation:
The invoices are checked in edoc invoice. Once the verification workflow has been completed, invoices are transferred to Microsoft Dynamics 365 for Finance and Operations.
During the transfer or generation of the invoice, it is automatically checked against the Dynamics 365 for Finance and Operations standard. Error messages that may occur during posting are also checked directly. This behavior is analogous to the Simulate posting check.
All error messages are saved in the invoice log.
If you want to prevent incorrect invoices from being posted from edoc invoice to Dynamics 365 for Finance and Operations, activate the option Refuse to hand over incorrect invoice next to Check incoming invoice automatically.
You set up the automated check for posting errors as follows:
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In Administration, go to Parameters > Invoice > Incoming invoice.
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Activate Check incoming invoice automatically and Refuse to hand over incorrect invoice if required.
With the Check incoming invoice automatically option, all incorrect invoices are listed in the staging tables under Log.
In the edoc invoice cockpit overview, the incorrect postings are displayed accordingly.
If you have activated the option Refuse to hand over incorrect invoice, the error message is entered in the file note of the incorrect invoice in edoc invoice. In this case, no log entry is made in edoc invoice cockpit, as the invoice was not completely transferred.